Project.co + Salesforce

Create projects in Project.co for newly won Salesforce opportunities

This template will create a Project.co project when a new Salesforce opportunity is marked as closed and won. This is great for creating projects when you win opportunities in Salesforce.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create Project
Creates a project
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Project
Triggers when a new Project.co project is created.
Trigger
Instant
Try It
- Event typeRequired
Trigger
Instant
Try It
Updated Task
Triggers when a ProjectCo task is updated.
Trigger
Instant
Try It
- Template
- Project name
- Project description
- Project privacyRequired
- Project status
- Image
- Users
Action
Write
- ProjectRequired
- Task NameRequired
- Task date type
- Date
- Start date
- End date
- Task Status
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
Action
Write
- Email AddressRequired
- User RoleRequired
- User groupRequired
- User projects
Action
Write
- Task IdRequired
- Task Name
- Task date type
- Date
- Start Date
- End Date
- Task status
- Task Visibility
- Task Allocations
- Task Followers
- Task Groups
- Notes
Action
Write
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ModeRequired
- Project
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search valueRequired
- Group nameRequired
- Invoice Details
- Group Image
Action
Search or write
- Search ModeRequired
- Project
- Search ValueRequired
- ProjectRequired
- Task NameRequired
- Task date type
- Date
- Start date
- End date
- Task Status
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Group
Triggers when a new ProjectCo group is created.
Trigger
Instant
Try It
New Task
Triggers when a new Project.co task is created.
Trigger
Instant
Try It
Updated Project
Triggers when a Project.co project is updated.
Trigger
Instant
Try It
- Group nameRequired
- Invoice Details
- Group Image
Action
Write
- Project IdRequired
- CommentRequired
Action
Write
- Task IdRequired
- CommentRequired
Action
Write
- Project IdRequired
- Project name
- Project description
- Project privacy
- Status
- Image
Action
Write
- Search ModeRequired
- Search valueRequired
Action
Search
- Search ModeRequired
- Project
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ModeRequired
- Search ValueRequired
- Template
- Project name
- Project description
- Project privacyRequired
- Project status
- Image
- Users
Action
Search or write

About Project.co

Project.co is a project management software tool for service businesses. Collaborate with your clients and team so all your project information is in one place.

Related categories

Project Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Project.co + Salesforce

Create projects in Project.co for newly won Salesforce opportunities

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Project

New User

Updated Task

Create Project

Create Task

Create User

Update Task

Find or Create Project

Find Group

Find Task

Find or Create Group

Find or Create Task

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Group

New Task

Updated Project

Create Group

Create Comment on Project

Create Comment on Task

Update Project

Find or Create Group

Find or Create Task

Find Project

Find User

Find or Create Project

About Project.co

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces